Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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votes
4answers
104 views

Mobile Push Demographics data shown multiple device ID for one contact in SFMC

I found that my contact ID in SFMC had shown multiple device ID in Mobile Push Demographics data. In actual, I only have 2 active device, but why in SFMC shown 4 device ID, and 3 of them are still ...
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1answer
578 views

Duplicate Management when converting leads

I have created a duplicate matching rule for accounts and for contacts. When I create a new account or new contact, both matching rules will fire and highlight possible duplicates. When I convert a ...
2
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1answer
549 views

Account Id field not available in 'Standard Fields' list of Contacts

I have a requirement where we need to prevent Duplicate Contacts. The criteria should be based on First Name, last Name and Account id. I am trying to implement 'Duplicate management' functionality. ...
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1answer
358 views

Identify and mark duplicate records in Opportunity using Apex and SOQL

I have about 400K records in opportunity object which needs a cleanup of duplicate records using a batch class. I don't want to delete the duplicate records, I want to check them as 'prospective ...
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0answers
11 views

AgentWork object

I am working with the AgentWork object, the thing is several AgentWork are being created with the same WorkItemId, when its status changes. My doubts are: First, I do not understand why several ...
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1answer
364 views

findDuplicates throws exception if there are no active duplicate rules

I've noticed that theDatacloud.FindDuplicates.findDuplicates() method will not return gracefully if there are no active duplicate rules for the object. Instead, it throws an exception System....
2
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1answer
4k views

How to auto convert Leads (using trigger) into account, contact and opportunity

I want to write trigger which can automatically convert leads into account, contact and opportunity. What I have tried so far: trigger ConvertLead on Lead (after insert, after update,before ...
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0answers
54 views

Email To Case with duplicate contacts (intentionally)

We have intentionally created duplicate contacts in Salesforce. Importantly these records have the same email address but the rest of the fields maybe slightly unique. For the sake of argument they ...
0
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1answer
477 views

Duplicate Contacts (email address) - Using Email-To-Case?

Are there any documents to help with the scenario below? Salesforce Org where there can be more than one Contact with the same email address (different Accounts) Our org [will have] five (or more) ...
2
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2answers
37 views

DUPLICATE_VALUE:duplicate value found error on field that ISN'T marked is Unique?

I am trying to insert records via informatica, I am getting this error: "","false","false","DUPLICATE_VALUE:duplicate value found: customfield__C duplicates value on record with id: xxxxxxxxxxxx:--" ...
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0answers
21 views

How to do alphanumeric only duplicate detection

I need to enabled duplicate detection and blocking on text fields that only checks the alphanumeric characters in the string and is exact for those characters. The available fuzzy algorithms do not ...
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2answers
1k views

Duplicate rule not firing

I created a matching rule and duplicate rule to prevent 2 account records with same value on "Sample" field from being created. I created the matching rule as "Sample" exact match. But when I try to ...
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1answer
18 views

Dedupe CloudPages DE records

I was building a test Cloud Page using the system CloudPages DE to capture user preferences. It had no problem capturing input information. However, when users re-entered their info and change their ...
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1answer
19 views

Finding semi duplicates

I have been given a list of 2000 accounts my sales rep got from some marketing company. Is there a better way than: SELECT AccountId, Name FROM Account WHERE Name LIKE '%Some row[1] substring%' ...
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0answers
26 views

How does Potential Duplicate Component and Duplicate Record Sets work?

TLDR: Can we retrieve duplicate records in 'View Duplicates' using Apex or SOQL. Details I am planning to create a list view with a column of 'View Duplicates' link or button. Similar to below image ...
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0answers
26 views

Duplicate Record Sets - Action on “Compare and Merge”

How can i add an action (process builder or call Apex Class) on Duplicate Record Set Object when clicking this button on top right? Compare and merge? I want to add an action to somehow lock the ...
4
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2answers
4k views

I'm getting DUPLICATES_DETECTED errors when creating accounts that are not duplicates, via REST

When creating new accounts by posting to /services/data/v36.0/sobjects/Account/ I'm getting DUPLICATES_DETECTED where there are no duplicates. When posting this JSON, this account is created {"...
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0answers
14 views

Ways to Add Custom Actions - Button on Duplicate Record Set

I would like when a user makes an update on the status of a Duplicate Record Set to show a custom confirmation message. Is there any possible way this could be achieved? Is i see, i cannot create ...
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0answers
17 views

Using the SOAP API, can I identify records marked as duplicates, before they're purged?

I've had a recurring problem where the copy of the Salesforce data in our data warehouse includes records which had been purged from Salesforce. This creates overcount in reports, undermining ...
-2
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1answer
42 views

validation on new leads inserted with apex method

How do I validate, when a collection of new leads would create duplicates in the system and return segregated lists in a map (when its True: list of non-duplicates and when its False: list of ...
0
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1answer
508 views

Salesforce Duplicate Management - Importing Duplicates

I have Duplicate management implemented in our org. We do a fuzzy match on account names, but allow users to save if there is a possible duplicate. I have just imported a number of account, of which ...
3
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1answer
58 views

Marketing Cloud Use SQL Activity to Join Multiple Data Extensions

I've recently completed an IP warming process. Contacts were being added to a new Data Extension before each send to keep track of the the separate imports throughout the migration. Now I would like ...
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0answers
10 views

Duplicate check on lookup field

I want to create duplicate check based upon a lookup relationship but when I create a matching rule with only the lookup relationship field as a criteria I get error: Error: We can't save this ...
1
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2answers
429 views

How to check if Visualforce page is already Open

I have a button in salesforce when clicked opens a visualforce page. And when the button is clicked twice it opens two windows of visualforce pages. I want the window to be opened only once. If the ...
3
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1answer
1k views

Is the Potential Duplicate Standard Component also for Custom Objects on the roadmap?

I found that there is an Potential Duplicate Lightning Component (Standard) available for Lead, Accounts and Contacts. The components has also a merge process build in. This is very nice and important ...
1
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1answer
511 views

Email alert when duplicate occurred using Duplicate Management Tool

I have set up a duplicate rule with Report as active. What I need is when a duplicate occurred in the system for any sObject (in my case it is Account), it needs to send a email to a email address ( ...
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3answers
2k views

Duplicate Management Error in Process Builder?

I have a problem concerning the process builder. When the message "Duplicate Detected" is being displayed, and you press "Save, ignore warning", the users now get the error, that no flow could be ...
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0answers
20 views

Whats a good way to merge this bad pair of records, one a Contact and one a Person Account, with a unique external-ID field?

We have a checkered history at this company that caused all sorts of bad data. (I wasnt here then!) Person Accounts are enabled. Some of the customers are Person Account records, and some are just ...
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0answers
17 views

Duplicate Report

Created duplicate report with a new report type (Account > Duplicate Record Sets) Going into some individual records and "Find Duplicates" there are no duplicate records all because they were already ...
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1answer
454 views

How do i Prevent Duplicate values on Custom Text area field?

I have a custom field on which i want to Capture the Serial number of an Asset. Now I want to have a validation rule on this field so that it eliminates duplicate values on this field. So that means ...
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1answer
620 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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2answers
532 views

DeDupe Existing Records

We have recently enabled Data.com Duplicate Management System to prevent duplicates from getting created for Leads, Contacts and Accounts. It works fine. But we also want to remove duplicates from the ...
0
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2answers
20 views

Report: Leads with same name and company

What SOSQL query can list Lead Names where the Name and Company have a duplicate. (to de-dupe Leads for the same person in the same company). This query won't execute as Count doesn't seem to support ...
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0answers
42 views

New duplicate rule not firing for existing records

I have created a new duplicate rule on account which does a fuzzy company name match and reports duplicates for inserts. I have the duplicate rule set to fire for edits as well and I created a dummy ...
3
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1answer
179 views

SFDX Disable duplication rules in scratch org

Stage: We have a legacy codebase from another outsourcer. We're adopting it for SFDX now. Several tests are now failing because they generate duplicate Contacts. We'd like to avoid rewriting those ...
0
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1answer
328 views

What does merging duplicate Leads/Contacts/Account do at the record and related record level?

I am exploring the Duplicate Merge features in Salesforce Lightning Experience. I am wondering exactly what happens when you choose to merge records: Do the merge-from records get deleted? Do the ...
2
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1answer
36 views

Can Salesforce Duplicate Management compare across objects?

Is is possible for Salesforce Duplicate Management matching rules to compare across objects? This article talks about cross-object duplicate rules: https://focusonforce.com/configuration/native-...
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0answers
20 views

Mass Finding Duplicate Leads in Salesforce

Sales Rep has Uploaded leads into salesforce by adding them as campaign members. The leads under campaign members have many duplicates, can anyone suggest a method or a process to find out Mass ...
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0answers
25 views

Duplicate record not added to Database DuplicateRecordSet

We have activated the standard duplicate rules and matching rules for Account. Generally, they seem to work and the duplicate records get written into the tables DuplicateRecordSet and ...
0
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1answer
66 views

Pardot Sync Issue

Background: We had 2 Salesforce orgs and each org was connected to its corresponding Pardot Org. Recently, we merged the 2 Salesforce orgs. However, the pardot orgs were kept separate. So, now we have ...
0
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1answer
16 views

records deduplication and sharing after insert [closed]

Here is my question: Org's personal account is enabled. The account sharing setting is set to private, sales team members Sales A and Sales B can not access each others' account records. Sales A and ...
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3answers
2k views

Can anyone suggest a good Mass Duplicate Leads Merge Free tool?

what are the best Free tool for lead find duplicates and merge? Default lead merge only allows three records to merge. I need to merge more than one records We have figured out 1500+ leads which have ...
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2answers
101 views

Problems with testing the population of duplicate information from DuplicateRecordItem on Account record

I have created three fields on Account to store information on the duplicates in the system. Standard duplicate rules apply. The fields are: Duplikat__c: a checkbox ID_Doppelte_Datensaetze__c: Id ...
1
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1answer
107 views

Does Marketing Cloud deduplicate subscribers before making an A/B split?

I am configuring my first A/B split test with an email. I know that during a single send to a data extension, normally, Marketing Cloud will dedupe the DE's contents on the email address. However, I'm ...
1
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2answers
595 views

Duplication prevention logic need for trigger bulk insert?

I wrote a trigger to find the duplicate and add error in the trigger.Before insert context Set<string> appnameSet = new set<string>(); for(test1__c test : trigger.new) { appnameSet.add(...
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1answer
35 views

Upsert and DMLOption alternatives?

I have a fairly complex trigger that upserts accounts when records of a 2nd object are inserted or updated. We also have a duplicate rule in Account that is set to detect dupes but "Allow" if the ...
0
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2answers
54 views

Apex trigger to stop duplicate records into SF if email already exists on a person account

I have an existing trigger which converts leads into peron accounts if the company name is blank. Trigger AutoConvert on Lead (after insert) { LeadStatus convertStatus = [ select ...
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2answers
275 views

Duplicate Management in Lightning - Matching Rules vs Duplicate Rules

In Salesforce Classic experience, we can manually search for duplicate records and pick and choose which ones we want to merge. In Lightning, however, this is not possible, and only records identified ...
1
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2answers
74 views

How to set Email Address as Primary Key on a Salesforce Campaign Entry Source Data Extension

I've created a journey using the Salesforce Campaign entry source. The entry source will enter records from 3 different SF campaigns. There's a possibility there will be duplicate emails in each ...
1
vote
1answer
1k views

Accessing a Duplicate Rule's Matching rules via Apex

I'm trying to access the matching rules associated to a Duplicate rule via code. Through the UI, it's easy enough to create a Duplicate Rule then add Matching rules to it. So I know there has to be a ...